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A Guide to Engaging Sales Presentations - Do not use PowerPoint

  
  
  

On Wednesday last week, I had the pleasure of sitting in a one day course entitled "Presenting Data and Information" presented by Prof. Edward Tufte.

For those who don't know Edward Tufte, he has written seven books, including Beautiful Evidence, Visual Explanations, Envisioning Information, The Visual Display of Quantitative Information, and Data Analysis for Politics and Policy. He writes, designs, and self-publishes his books on analytical design, which have received more than 40 awards for content and design. He is Professor Emeritus at Yale University, where he taught courses in statistical evidence, information design, and interface design.

Most readers of this blog will either come from sales or marketing professions and this blog/message is written in this context. It is muted from Tufte's polemic on the use of PowerPoint for presenting scientific evidence and technical information, citing the use of PowerPoint as the reporting medium and a contributing factor in the 2003 Space Shuttle Columbia accident.

In his 5 hour seminar, Tufte used powerful imagery, but no bullets, nor chart junk, nor boxes with drop shadows; he distributed high quality notes in the form of his four best-selling books. These were included in the price of admission and were referenced frequently throughout the day to rapidly convey vast amounts of information and to support key points.

To make indelible points, he displayed work from an original 1570galileo English publication of Euclid's "The Elements of Geometry", including the elegant proof of Pythagoras theorom and the World's first "pop-up" - a paper fold-out, which formed a pyramid  to escape the 2-D flat-land of the text page and illustrate the point. He also quoted from and displayed references from his 1613 publication of Galileo Galileo's beautiful "History and Demonstrations Concerning Sunspots" – shown in the photograph.

I think it's worth summarizing a few points Tufte made as they relate to our profession of selling and marketing technology products and services. The following are notes in no particular order on comments he made in the lecture or wrote in his essay, "The Cognitive Style of PowerPoint" or ideas I wanted to share.

On PowerPoint

"PowerPoint comes with a big attitude and is presenter oriented, not content oriented, not audience oriented."

Instead of a standard PowerPoint presentation,  Tufte urges us to ask the client "Lets just talk about your business". Try this approach at your next meeting - where you might be planning to show a presentation to introduce your product/services. What do you think the client is more interested in—a discussion about their business or a presentation on your products?

On Making Presentations

Tufte states, "making a presentation has two elements,

  1. Your story - content,
  2. Credibility - i. what is the presenter's reputation (reasons to believe), ii. do they include reference links to quoted material, iii. are they competent, i.e. have they mastery of the details - causality."

On distributing printed material in advance of the meeting/presentation

1. The human eye/brain is capable of processing information 300% faster than the spoken word. Therefore a document should be distributed in advance of any meeting that contains, words, sentences and paragraphs that can be read along with supporting factual evidence, to maximize content reasoning time and minimize content figuring-out time.

2. The technique for effective meetings if you are the presenter is to circulate a hand-out with a superset of the information prior to the meeting. When the meeting starts, review specific elements of the material of interest, take Q&A and you should reduce meeting time by 30%.

3. He quoted Microsoft's CEO Steve Ballmer's advice to a team making a presentation to him in a meeting. "Im tired of the long and winding road of PowerPoint. Use Word instead of PowerPoint and use sentences instead of bullets; and send me a briefing document in advance, with your recommendations."

Tufte states that PowerPoint is inefficient compared to the written word and both "contraptionary and opaque" in the presentation of data and information.

On PowerPoint for Presentations

A pet peeve is the "build", a slow reveal, bullet by bullet presentation. I think we all agree with Tufte that the presenters of these are "patronising, condescending and authoritarian in presuming they can dictate when the audience can read the presentation".

Tufte suggests that we should be delighted when the audience wants to read our material in advance. After all the goal of the presentation is to have the audience interact with us and our content, they should not have to suffer through a poor metaphor in delivering it.

An Effective Presentation is about Interaction with the Content and Audience. 

Tufte is critical of what he call the cognitive style of PowerPoint in that "formats, sequencing, and cognitive approach should be decided by the character of the content and what is to be explained, not by the limitations of the presentation technology."

He uses a metaphor for presentations - good teaching. The core ideas of teaching are—"explanation, reasoning, finding things out, questioning, content, evidence, credible authority not patronising authoritarianism." - and these are contrary to the cognitive style of PowerPoint."

I find it hard to improve on Tufte's good teaching metaphor for sales and marketing presentations.

Having the client touch, drive, handle or interact directly though hands-on demonstration (if possible) is the most powerful content interaction.

Mastery of Content is Power

Tufte is critical of PowerPoint's cognitive style in encouraging presenter laziness in the delivery of material, relying on bullets in slides to tell their story, rather than owning the material and supporting it with factual evidence (proof points).

When salespeople are forced to write out their thoughts in fully formed sentences, they increase their cognitive mastery of the material.  This adds credibility and enables alternate presentation technique and creates new opportunity for engagement.

Powerpoint Alternatives

On your next customer interaction - particularly for interactions early in the sales cycle when you are discovering the prospect condition, try using combinations of the following instead of a PowerPoint; informed opinion, conversation, a briefing paper circulated in advance, whiteboarding, use of flip-charts, a brain-pattern, questions and answers, positioning papers, case studies, benchmarking, analyst reports, written client success stories.

whiteboard workshop

 

    Comments

    Hi Mark, 
     
     
     
    I do like this. Very thought provoking and I will reflect and implement in my next sales meeting. 
     
     
     
    I have also created marketing materials inspired by lots of what you have written. A very valuable resource. 
     
     
     
    Many thanks & Best wishes, 
     
     
     
    Chris
    Posted @ Monday, February 14, 2011 4:33 AM by Chris Swingler
    Very interesting Mark! Power point has to die! My 17 year old daughter came home last week from school and showed me a new presentation technique she learned in school that is web based, very 'interactive' visual and interesting. I was immediately enamored. I think our kids intuitively know PP is a dead way of presenting! -mark
    Posted @ Monday, February 14, 2011 9:25 AM by Mark Bowers
    PowerPoint can provide an exciting counterpoint to an engaging presenter...or it can weigh it down like a yoke. I like to create presentations for my clients that are more of a storyboard than a script, launching points for what the presenter is talking about. 
     
    That being said, the best sales presentation I've ever heard about was described to me by the sales rep of a local egg farm. He brings a case of eggs, a portable gas cooker, and a frying pan to his sales calls. While he's extolling the virtues of free-range hens, omega-3 fats, and organic feed, he's cooking up a bunch of his product. At the end of his presentation, everybody gets a sample of fresh scrambled eggs. He says his pitch is VERY effective!
    Posted @ Monday, February 14, 2011 10:18 AM by Laura Foley
    Okay, a couple of questions... if people can either read or listen, but not at the same time, why would sentences be better than bullets? Why would I reveal the next bullet when facilitating a discussion on this one? How can a bullet possibly tell the story? If a participant feels that I am being patronizing, condescending, or authoritarian, I humble suggest it's not about PPT. Why would I distribute documents that might become a distraction while leading a discussion? PPT when used properly is nothing more than a visual aid. It's not the message, you are. I recommend the book "Evidence-Based Training Methods" by Ruth Colvin Clark. She has researched what enhances and what inhibits learning - the ultimate goal for most presentations. My eyes were opened to many things I and other trainers assume that are not effective. 
     
    I look forward to other opinions.
    Posted @ Monday, February 14, 2011 1:35 PM by Tom
    Hi Tom, 
    A few questions posed. Regarding sentence vs bullets, sending a document in advance as pre-reading allows it to be skimmed. Bullets dont tell the story and allow for ambiguity vs specificity. I think Powerpoint has a place as a convenient container and projector of visual images in support of presentations, as you say they are visual aids. I haven't found distributing a document in advance is a distraction, it allow for a lot more detail to be referred to and we should be delighted if people are interested in reading it. The goal is interaction with the content and the presenter. BTW, I hope you are not saying that you use the slow bullet by bullet reveal.  
     
    Thanks for your reference to Ruth Clark's book, I'll check it out.
    Posted @ Tuesday, February 15, 2011 5:35 PM by Mark Gibson
    Really good post. Even experienced presenters need to constantly update themselves and such articles help in that.
    Posted @ Sunday, February 27, 2011 11:56 AM by Sales Presentations
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